13F 机构持仓

Transamerica Financial Advisors, LLC

CEDAR RAPIDS IA · SEC CIK 0001502149

2026Q22026Q1 更早 9 个季度 🔒
$11.81亿2026Q2 申报市值
2,180持仓数
22.3%前十大占比 · 第一大 5.7%
320 / 133新建仓 / 清仓
申报市值走势$11.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VV 5.7%
NVDA 2.9%
BND 2.2%
VEA 2.0%
AVGO 1.9%
VO 1.7%
SCHX 1.6%
GEV 1.5%
IJR 1.5%
PRN 1.4%

2026Q2 买入最多 按季末市值估算

INVESCO EXCHANGE 加仓+$1,270.04万
FLEX 加仓+$1,172.73万
EIX 加仓+$758.41万
SNDK 加仓+$719.65万
ETR 加仓+$712.75万

2026Q2 卖出最多 按季末市值估算

QQQ 减仓-$3,851.01万
APH 减仓-$1,693.47万
INVESCO EXCHANGE 减仓-$1,373.80万
AAPL 减仓-$1,058.39万
ANET 减仓-$919.00万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
RLI RLI CORP $1,4170.00%24 14140.0% $827 重新持有
FSLR FIRST SOLAR INC $1,4150.00%6 250.0% $472 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1,4140.00%23 -773-97.1% -$4.75万 减仓
MMS MAXIMUS INC $1,4050.00%26 1173.3% $594 加仓
HCKT HACKETT GROUP INC $1,4040.00%129 129— $1,404 新建仓
PSTL POSTAL REALTY TRUST INC $1,3910.00%56 56— $1,391 新建仓
CACI CACI INTL INC $1,3890.00%3 -1-25.0% -$463 减仓
FLSP FRANKLIN TEMPLETON ETF TR $1,3840.00%50 00.0% — 不变
ATRO ASTRONICS CORP $1,3810.00%17 17— $1,381 新建仓
AAP ADVANCE AUTO PARTS INC $1,3800.00%22 -14-38.9% -$878 减仓
SIG SIGNET JEWELERS LIMITED $1,3790.00%16 -1,589-99.0% -$13.70万 减仓
GPK GRAPHIC PACKAGING HLDG CO $1,3690.00%128 -110-46.2% -$1,176 减仓
TROW PRICE T ROWE GROUP INC $1,3640.00%12 -8-40.0% -$909 减仓
FMB FIRST TR EXCH TRADED FD III $1,3510.00%26 -250-90.6% -$1.30万 减仓
BCPC BALCHEM CORP $1,3510.00%8 5166.7% $844 加仓
GH GUARDANT HEALTH INC $1,3500.00%9 -1-10.0% -$150 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $1,3460.00%18 10125.0% $748 加仓
VGIT VANGUARD SCOTTSDALE FDS $1,3410.00%22 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $1,3380.00%9 350.0% $446 加仓
SAIL SAILPOINT INC $1,3320.00%91 70333.3% $1,025 加仓
BY BYLINE BANCORP INC $1,3300.00%35 35— $1,330 新建仓
KNSL KINSALE CAP GROUP INC $1,3230.00%4 00.0% — 不变
UDR UDR INC $1,3170.00%33 1473.7% $559 加仓
CRCL CIRCLE INTERNET GROUP INC $1,3150.00%21 210.5% $125 加仓
NWSA NEWS CORP NEW $1,3150.00%53 715.2% $174 加仓
— MEDALLION FINANCIAL CORP $1,3060.00%128 128— $1,306 新建仓
— FIRST TR EXCH TRD ALPHDX FD $1,3030.00%52 00.0% — 不变
LQDT LIQUIDITY SVCS INC $1,2900.00%33 33— $1,290 新建仓
TDC TERADATA CORP DEL $1,2820.00%37 -50-57.5% -$1,732 减仓
INVH INVITATION HOMES INC $1,2780.00%42 21100.0% $639 加仓
RELY REMITLY GLOBAL INC $1,2770.00%57 57— $1,277 新建仓
CACC CREDIT ACCEP CORP MICH $1,2730.00%2 -4-66.7% -$2,546 减仓
CBT CABOT CORP $1,2710.00%14 00.0% — 不变
INDB INDEPENDENT BK CORP MASS $1,2650.00%15 15— $1,265 新建仓
— LIBERTY BROADBAND CORP $1,2640.00%38 27245.5% $898 加仓
— LXP INDUSTRIAL TRUST $1,2550.00%23 29.5% $109 加仓
MTDR MATADOR RES CO $1,2440.00%25 242,400.0% $1,194 重新持有
HL HECLA MINING COMPANY $1,2340.00%80 65433.3% $1,003 加仓
CRC CALIFORNIA RES CORP $1,2330.00%23 19475.0% $1,019 加仓
U UNITY SOFTWARE INC $1,2280.00%43 1872.0% $514 加仓
— NATHANS FAMOUS INC $1,2190.00%12 12— $1,219 新建仓
MAIR MADISON AIR SOLUTIONS CORP $1,2090.00%31 31— $1,209 新建仓
PEB PEBBLEBROOK HOTEL TR $1,2040.00%62 62— $1,204 新建仓
GDOT GREEN DOT CORP $1,2020.00%89 89— $1,202 新建仓
CENTA CENTRAL GARDEN & PET CO $1,2010.00%31 31— $1,201 新建仓
FOXA FOX CORP $1,1990.00%23 -13-36.1% -$678 减仓
MCRI MONARCH CASINO & RESORT INC $1,1840.00%9 9— $1,184 新建仓
GPCR STRUCTURE THERAPEUTICS INC $1,1800.00%22 00.0% — 不变
MRTN MARTEN TRANS LTD $1,1790.00%68 3288.9% $555 加仓
PB PROSPERITY BANCSHARES INC $1,1780.00%16 660.0% $442 加仓
FRHC FREEDOM HOLDING CORP $1,1740.00%9 00.0% — 不变
STN STANTEC INC $1,1740.00%17 161,600.0% $1,105 加仓
ICUI ICU MED INC $1,1720.00%8 7700.0% $1,026 加仓
CC CHEMOURS CO $1,1690.00%57 00.0% — 不变
CMDT PIMCO ETF TR $1,1650.00%38 38— $1,165 新建仓
IDT IDT CORP $1,1630.00%20 20— $1,163 新建仓
COLL COLLEGIUM PHARMACEUTICAL INC $1,1580.00%32 32— $1,158 新建仓
ZION ZIONS BANCORPORATION NATL AS $1,1560.00%16 9128.6% $650 加仓
VOTE TCW ETF TRUST $1,1490.00%13 13— $1,149 新建仓
FRSH FRESHWORKS INC $1,1430.00%113 90391.3% $910 加仓
PRLB PROTO LABS INC $1,1410.00%14 14— $1,141 新建仓
M MACYS INC $1,1390.00%48 36.7% $71 加仓
TV GRUPO TELEVISA S A B $1,1380.00%420 00.0% — 不变
PPC PILGRIMS PRIDE CORP $1,1240.00%40 34566.7% $955 加仓
TILE INTERFACE INC $1,1130.00%31 31— $1,113 新建仓
TRNO TERRENO RLTY CORP $1,1090.00%17 00.0% — 不变
MTN VAIL RESORTS INC $1,1060.00%8 233.3% $276 加仓
APAM ARTISAN PARTNERS ASSET MGMT $1,1040.00%32 00.0% — 不变
YELP YELP INC $1,1030.00%45 00.0% — 不变
HTH HILLTOP HLDGS INC $1,1000.00%28 28— $1,100 新建仓
HAPN HAPPEN INC $1,0990.00%53 53— $1,099 新建仓
— GOLDMAN SACHS ETF TR $1,0980.00%17 00.0% — 不变
SFNC SIMMONS FIRST NATL CORP $1,0970.00%48 29152.6% $663 重新持有
NMRK NEWMARK GROUP INC $1,0950.00%72 48200.0% $730 加仓
MTH MERITAGE HOMES CORP $1,0900.00%13 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC $1,0890.00%10 10— $1,089 新建仓
UI UBIQUITI INC $1,0710.00%2 -6-75.0% -$3,213 减仓
CNO CNO FINL GROUP INC $1,0700.00%21 00.0% — 不变
FULT FULTON FINL CORP PA $1,0640.00%44 00.0% — 不变
GATX GATX CORP $1,0630.00%6 3100.0% $532 加仓
AAT AMERICAN ASSETS TR INC $1,0610.00%43 00.0% — 不变
FPS FORGENT POWER SOLUTIONS INC $1,0610.00%19 19— $1,061 新建仓
UFCS UNITED FIRE GROUP INC $1,0600.00%20 20— $1,060 新建仓
BBCA J P MORGAN EXCHANGE TRADED F $1,0420.00%10 -1-9.1% -$104 减仓
WING WINGSTOP INC $1,0400.00%6 5500.0% $867 重新持有
PAAS PAN AMERN SILVER CORP $1,0380.00%23 -48-67.6% -$2,166 减仓
SFST SOUTHERN FIRST BANCSHARES $1,0380.00%17 17— $1,038 新建仓
WTRG ESSENTIAL UTILS INC $1,0340.00%27 735.0% $268 加仓
TAP MOLSON COORS BEVERAGE CO $1,0330.00%26 -94-78.3% -$3,735 减仓
AMBA AMBARELLA INC $1,0290.00%12 12— $1,029 新建仓
DNLI DENALI THERAPEUTICS INC $1,0280.00%40 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S $1,0230.00%8 8— $1,023 新建仓
WULF TERAWULF INC $1,0120.00%41 00.0% — 不变
ESML ISHARES TR $1,0080.00%18 18— $1,008 新建仓
HSIC SCHEIN HENRY INC $1,0020.00%12 -82-87.2% -$6,847 减仓
UMBF UMB FINL CORP $1,0020.00%7 7— $1,002 新建仓
LOPE GRAND CANYON ED INC $1,0010.00%7 -4-36.4% -$572 减仓
INSW INTERNATIONAL SEAWAYS INC $9950.00%13 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP $9860.00%12 00.0% — 不变
HAYW HAYWARD HLDGS INC $9860.00%57 29103.6% $502 重新持有